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American Funds AMCAP 529E CAFEX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 34.70  /  0.20 %
  • Total Assets 76.1 Bil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.05%
  • Turnover 31%

Morningstar’s Analysis CAFEX

Will CAFEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A string of recent retirements creates some uncertainty.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Even though American Funds AMCAP’s flexibility has increased, it has gone through multiple lineup changes recently. Capital Group has a solid history of getting the right people in place, but this team needs to prove it can execute. The Morningstar Medalist Ratings of its cheapest U.S.- and Luxembourg-domiciled shares drop to Bronze from Gold and Silver, while its pricier shares get Neutral.

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Portfolio Holdings CAFEX

  • Current Portfolio Date
  • Equity Holdings 196
  • Bond Holdings 0
  • Other Holdings 15
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.80
4,156,190,411
Technology

Capital Group Central Cash Fund

5.20
3,724,904,490
Cash and Equivalents
3.11
2,226,816,542
Technology
2.63
1,882,241,604
Healthcare
2.37
1,697,716,202
Consumer Cyclical
2.33
1,667,535,769
Industrials
2.20
1,575,330,891
Communication Services
2.13
1,528,496,072
Financial Services
1.83
1,313,517,519
Communication Services
1.76
1,257,277,161
Healthcare